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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,527 | $49,451-92.9% | $79,576-95.6% | $66,930-94.7% |
| Participation rate | 59.5% | 61.3%-1.8pp | 69.5%-10.0pp | 69.8%-10.3pp |
| Annual return | 14.76% | 84.25%-69.5pp | 0.15%+14.6pp | 1.57%+13.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,957 | $3,159-38.1% | $3,985-50.9% | $4,238-53.8% |
| Admin fee / account holder | $997 | $595+67.7% | $6,834-85.4% | $593+68.0% |